If you can imagine it, I want to help you achieve it.

I believe you can only have true financial peace of mind when you know without a doubt that you have a comprehensive financial strategy designed to provide for the good times and be defensive during the bad. I also understand that you may need an ongoing advocate to guide and protect you through life’s unexpected and inevitable turns.

Goal Mining
Financial Planning Insights from Bob Dockendorff, JD, LL.M

First Class Financial Planning

I am dedicated to serving the unique needs of individuals, families, trusts, and institutions who want to simplify their financial affairs, enhance financial security, and prepare for life-changing events.

My clients are also investors who want more than what the traditional stock brokerage relationship can provide. I believe my clients deserve honest and unbiased investment advice and confidential personal advice. Because I make a fiduciary commitment to each client, your interests are the driving force behind every decision we make together.
Investment Planning
Personal Income & Estate Tax Modeling
Equity Compensation Planning
Independent, Transparent, and Extensive Financial & Retirement Plans

Solve Your Retirement Income Equation

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Claro Advisors, LLC
100 High Street, Suite 950
Boston, MA 02110

Phone/EFax (800) 604-2838

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Disclosure: Claro Advisors LLC ("Claro") is a Registered Investment Advisor with the U.S. Securities and Exchange Commission ("SEC") based in the Commonwealth of Massachusetts. Registration of an Investment Advisor does not imply any specific level of skill or training. Information contained herein is for educational purposes only and is not to be considered investment advice. Claro provides individualized advice only after obtaining all necessary background information from a client. Disclosures and Terms of Use. 

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